See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,998 | $96,635-56.5% | $86,612-51.5% | $139,434-69.9% |
| Participation rate | 4.8% | 74.4%-69.6pp | 71.7%-66.9pp | 80.3%-75.6pp |
| Annual return | 20.96% | 106.41%-85.5pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $849 | $4,836-82.4% | $4,438-80.9% | $6,710-87.3% |
| Admin fee / account holder | $9,772 | $6,408+52.5% | $5,614+74.1% | $11,403-14.3% |